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Connectus Wealth’s Intuit INTU Stock Holding History

Connectus Wealth’s Portfolio INTU Stock Details INTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$29.3M Sell
45,132
-41,984
-48% -$26.8M 0.8% 30
2023
Q4 		$54.7M Sell
87,116
-2,976
-3% -$1.64M 1.12% 16
2023
Q3 		$46.2M Buy
90,092
+1,582
+2% +$801K 1.03% 17
2023
Q2 		$40.7M Sell
88,510
-2,400
-3% -$1.05M 0.94% 24
2023
Q1 		$40.7M Buy
90,910
+1,148
+1% +$471K 1% 23
2022
Q4 		$35.1M Buy
89,762
+14,094
+19% +$5.59M 0.83% 31
2022
Q3 		$29.4M Buy
75,668
+250
+0.3% +$108K 0.61% 38
2022
Q2 		$29.2M Buy
75,418
+46,699
+163% +$19.3M 0.67% 38
2022
Q1 		$18.7M Sell
28,719
-13,869
-33% -$7.1M 0.59% 53
2021
Q4 		$27.6M Buy
+42,588
New +$26.3M 1.07% 26

Other funds holding INTU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Connectus Wealth's INTU Position: Q1 2024 in Review

Connectus Wealth reduced its Intuit (INTU) stake by 48% in Q1 2024, selling an estimated $26.8M and leaving 45,132 shares worth $29.3M. The position accounts for 0.8% of the portfolio, ranked #30.

Connectus Wealth first reported a position in INTU in Q4 2021 and has held it in 10 quarters since. The position peaked at $54.7M in Q4 2023. 1,942 funds tracked by Wall St. Rank hold INTU as of Q1 2024.

  • Connectus Wealth held 45,132 shares of Intuit worth $29.3M as of Q1 2024.
  • Connectus Wealth sold 41,984 Intuit shares in Q1 2024, an estimated $26.8M.
  • Intuit made up 0.8% of Connectus Wealth's portfolio in Q1 2024, its #30 holding.
  • Connectus Wealth first reported a position in Intuit in Q4 2021 and has held it in 10 quarters since.
  • Connectus Wealth's Intuit position peaked at $54.7M in Q4 2023.
  • 1,942 funds tracked by Wall St. Rank held Intuit as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.